Plan Snapshot
- Plan Sponsor: The Licking County Aging Program, INC.
- Sponsor EIN: 310787851
- Sponsor Address: 1058 E MAIN ST, NEWARK, OH, 430556940
- Plan Type: 403(b)
- Total Participants: 105
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 105 | $1.6M | $129,656 | $84,546 |
| 2023 | 98 | $1.4M | $135,040 | $90,759 |
| 2022 | 97 | $1.3M | $139,201 | $85,705 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CLARK SCHAEFER HACKETT & CO | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,006 | — | — | — | — |
| 2023 | $620 | — | — | — | — |
| 2022 | $611 | — | — | — | — |